Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,036 | $75,962-69.7% | $154,108-85.1% | $64,173-64.1% |
| Participation rate | 59.6% | 70.4%-10.8pp | 83.0%-23.5pp | 69.6%-10.0pp |
| Annual return | -4.78% | 30.32%-35.1pp | 735.21%-740.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $804 | $3,350-76.0% | $5,298-84.8% | $2,381-66.2% |
| Participant deferral / active EE | $2,875 | $3,175-9.4% | $5,081-43.4% | $3,470-17.1% |
| Admin fee / account holder | $4,294 | $5,589-23.2% | $13,411-68.0% | $4,887-12.1% |